Client tasks in chat threads
Assign and track client tasks with interactive checklists, real-time notifications, and progress updates.
Client tasks, explained
Client tasks are checklists you provide clients with inside your client chats .
When you add tasks to a chat, they are conveniently displayed as to-do items with checkboxes. Once all the to-dos are checked off by the client, you get an email notification. Clients conveniently mark their tasks completed from the notification on their dashboard.
In some cases, it would be more convenient to use client requests for similar purposes. So, consider the difference:
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Client tasks are the best as non-urgent to-do lists. Since they work as checklists, they can help you and your client clarify the scope of tasks and understand how the work is going.
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Client requests are an easy and fast way to send an inquiry with direct questions that need to be answered ASAP.
Kundenaufgaben hinzufügen
Aufgaben können entweder hinzugefügt werden:
They can also be used in pipeline automations .
While creating a chat thread
To add a client task inside the new chat creation page:
- Click the Add client task link, then Add task. A field where you can add the name of the task will appear.
- Add as many tasks as you need. You can also paste any link either from the Internet or to a shared Wiki page.
- Click Add client task to create more tasks for the client.
To add a client task to a new thread, in the Client tasks section at the bottom of the page, tap +.
Inside an existing chat thread
To add a client task from an existing chat thread:
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Click the Add client tasks button on the right to open the Client tasks section.
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Wählen Sie die Schaltfläche + Hinzufügen Aufgabe , so dass das Feld zur Eingabe des Namens Aufgabe erscheint.
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Type in the field. You can also paste any link either from the Internet or to a shared Wiki page .
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Click Add task to create more tasks for the client or select Resend client tasks to send the tasks directly to the chat thread.
You can close the Client tasks section anytime by clicking on the X .
Sobald eine Aufgabe abgeschlossen ist, können Sie oder der Kunde das Kästchen neben der Aufgabe ankreuzen.
Sie können auch:
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Ändern Sie die Reihenfolge der Aufgaben, indem Sie das Sechs-Punkte-Symbol links neben jeder Aufgabe
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Aufgaben mit dem Stiftsymbol auf der rechten Seite bearbeiten
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Delete items in a clients tasks using the trash can icon on the right
To add a client task from an existing chat thread:
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Open the chat thread and tap the Tasks tab at the top.
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Tap New task.
Erinnern Sie Kunden an Aufgaben
There are three simple options for reminding your clients of their tasks:
Client-Aufgaben erneut an den Thread senden
Lassen Sie Ihre Kundenaufgaben mit wenigen Klicks erneut versenden:
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Go to the chat thread with the client tasks and click Client tasks.
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Klicken Sie auf die Schaltfläche Client-Aufgaben erneut senden. Die Liste Aufgabe wird direkt an den Thread gesendet.
Kundenaufgaben in E-Mail-Benachrichtigungen einbeziehen
Your clients always receive email notifications about new messages and client tasks. By default, message content along with client tasks is not displayed in the email body (the client will need to navigate to their portal to see it). However, if the content is not sensitive, you can decide to show it in the email. This setting can be changed by a firm owner or admin .
So geht's:
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Navigieren Sie zu Einstellungen > Firmeneinstellungen.
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In the System-generated emails section, toggle on Show items names in client notifications and Show message context in client notifications.
So wird die E-Mail-Benachrichtigung dann für den Kunden aussehen:
Client tasks notifications
Client Aufgabe updates und Nachrichten mit der Liste der erstellten und erledigten Aufgaben werden an denselben Chat-Thread gesendet. Das Hinzufügen neuer Aufgaben zum selben Chat-Thread führt update die zuvor erstellte Aufgabe Liste (falls vorhanden).
Also, you or the team members assigned to a client receive a notification in your Inbox+ whenever someone makes any changes to a client task. You will see whether it was the client or a team member. By expanding the message notification, you will also be able to see the current status of the task. Read more about how message notifications work .
The status of a client’s tasks is displayed in the list of chat threads.
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The first number to the right of the chat name shows how many tasks in the thread are completed, and the last one shows the total number of tasks.
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Completed tasks are highlighted in gray, incomplete ones in white.
Filter threads by tasks
Sie können alle Aufgaben eines Kunden mit Hilfe von Filtern verfolgen.
Click on the Filter button to the far right of the list of chat threads and in the section Client tasks select:
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Unerledigt: Zur Anzeige aller Chat-Threads, in denen der Kunde noch Aufgaben zu erledigen hat.
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Completed: To view all the chat threads with checked-off tasks.
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Alle: Zum Anzeigen aller Chat-Threads mit hinzugefügten Kundenaufgaben.
By default, all the chat threads are displayed: both with and without tasks.
Ansicht des Kunden
Clients get notified about new client tasks the same way they are for new messages or chat threads .
When a client opens a notification or a chat thread containing client tasks, they will see the tasks displayed with checkboxes.
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